Senior Accounts Associate
2 weeks ago
A great opportunity has arisen in our accountancy practice based in Waltham Abbey, Essex for a MAAT Level 4 or qualified ACCA with the opportunity to grow into the role of a Partner and take over a practice within 10 years.
As a team member, you will receive an experience like no other from our vibrant fun filled accountancy practice, you will work in our digital non-paper environment with the latest software and apps to complete customer tasks and deliver an excellent service to our clientele. You will enjoy our flexible work wear ethos which is to dress as your client for meetings or come as you feel most comfortable in for normal office days.
Expect quarterly team, events so that you and your new work buddies get to know you inside out, so you become a valuable member of the Accounts Navigator Associates family.
From day one you will receive a salary of £35,000 to £45,000 per annum depending on experience with 10% commissions for customer introductions. After your probation period, you will receive private healthcare, gym membership, pension contributions, and bonuses.
The main responsibilities for the Client Manager / Senior Accounts Associate
- The first point of contact for all your clients
- Have a bank of client fees of a minimum of 300K (this amount will increase with business growth)
- Qualified ACCA/MAAT
- Ability to deal with all client queries without assistance from colleagues - other than the Director although this should be mínimal.
- Encouraged to delegate work to your pod where possible.
- Zero level tolerance for errors in any work sent to clients that you have prepared or reviewed.
- Focus on client retention.
- Training of team members
- Preparation of accounts, corporate and personal tax returns to review stage with mínimal review points.
- Be supportive of the senior managers in fulfilling their duties, enabling them to focus on the business from a strategic perspective.
- Identify changes in legislation, practice or software and communicating those to your pod.
- Monitoring your pod’s KPI’s weekly, ensuring that they feel supported and offer help where necessary for them to achieve them.
- Always looking for opportunities to improve the profit margin by driving turnover through renewals, extra work orders, converting prospects to clients and driving efficiencies
- Monitoring tasks and workflow templates across all internal software regularly to ensure it us up to date, accurate and free from errors.
- Review of management accounts so they can be sent straight to the client.
- Review of basic share change paperwork and precreation of advanced share paperwork
- Preparation of accountant’s reference for clients
- Dealing with ad-hoc client queries
- Identify areas of improvement in client records and tax planning opportunities.
- Identify new services to assist clients.
- To hit quantity and quality KPI’s as set out by the business.
- Provide feedback to junior team members when errors identified in bookkeeping, management accounts and year end accounts.
- The highest level of technical ability within the practice is expected in this role.
- Manage pods and be responsible for allocating work to your pod to enable them to hit their personal/pod KPI’s weekly, ensuring they feel supported and offer help where necessary for them to achieve them.
- Review all work completed where necessary.
- Ensure the quality of work is to the highest standard for the business as a whole.
- Ensuring tasks and workflow templates across all internal software is up-to-date, accurate and free from errors.
- Conversations with prospects with a view to converting them to clients.
- Act as a barrier between staff/clients and the director for any queries.
- Identifying problem clients and communicating with the Director.
i) why do you think you are suitable for this job?
ii) how can you add value to the business?
iii) When is the earliest you can join? (Immediate joining is possible).
**Job Types**: Full-time, Permanent
**Salary**: £35,000.00-£45,000.00 per month
**Benefits**:
- Casual dress
- Company events
- Company pension
- Gym membership
- Private medical insurance
- Referral programme
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
- Yearly bonus
Ability to commute/relocate:
- Waltham Abbey: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Are you ACCA or MAAT Qualified?
**Experience**:
- Practice: 3 years (preferred)
Work Location: One location
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